Financial Planning Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Contents A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.